Mountaineer Partners Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mountaineer Partners Management, LLC disclosed 11 US equity positions worth $134.8m in its Q2 2026 13F filing. The largest position was CENX at 17.2% of the reported book, followed by SXT and CSTM. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 9 among the top 11 holdings.
What did Mountaineer Partners Management, LLC own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CENX CENTURY ALUM CO | Basic Materials | 17.2% | $23.2m | 503,309 | -14% | reduced |
| 2 | SXT SENSIENT TECHNOLOGIES CORP | Basic Materials | 12.1% | $16.2m | 131,727 | -16% | reduced |
| 3 | CSTM CONSTELLIUM SE | Basic Materials | 11.4% | $15.4m | 482,130 | -27% | reduced |
| 4 | SARO STANDARDAERO INC | Industrials | 10.3% | $13.9m | 464,595 | 14% | added |
| 5 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 9.6% | $12.9m | 20,894 | -42% | reduced |
| 6 | ATI ATI INC | Industrials | 8.8% | $11.9m | 60,419 | -34% | reduced |
| 7 | MIDD MIDDLEBY CORP | Industrials | 8.6% | $11.6m | 67,536 | – | new |
| 8 | AA ALCOA CORP | Basic Materials | 8.1% | $10.9m | 208,165 | -11% | reduced |
| 9 | HMY HARMONY GOLD MNG LTD | Basic Materials | 6.9% | $9.3m | 612,949 | -8% | reduced |
| 10 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 4.0% | $5.4m | 1,148,027 | -39% | reduced |
| 11 | CCJ CAMECO CORP | Energy | 3.0% | $4.1m | 39,903 | -6% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.